To improve retention and attract younger customers, MetLife Inc. has introduced an online platform to offer financial advice to investors who make a minimum investment of $10,000.

Rebecca Kovatch, a VP in the New York company's broker-dealer group, said it formerly gave financial advice only to wealthy customers. But the company wanted a way to retain customers whose account balances dwindled during the recession, she said.

Register or login for access to this item and much more

All Digital Insurance content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access